Using Safety Plan Sections

Safety plan sections are the written chapters of your plan, such as Introduction, Methodology, and Fire & Emergency Instructions. They appear in the exported PDF in the order you set.

Viewing all your sections

A safety plan's page shows the three most recently edited sections. To see and manage all of them, click View all next to Safety Plan Sections.

1. Show Preview: shows a live preview of the sections next to the list.
2. Section actions: edit (pencil), duplicate (copy) or delete (bin) a section.
3. Page break marker: a red dashed line with a red icon means the next section starts on a new page. Page breaks are turned on or off when you edit a section.
4. + New Section: add a section. See Adding a new section.

Changing the order

Drag each section into the position you want. The order saves automatically, and it's the order the sections appear in when you export.

Adding a new section

Click + New Section. You can also click + Create new on the safety plan page. Then choose how to start:

Create new section

Starts a blank section.

1. Give the section a Title.
2. Add your Content. To add a table, click the insert-table button (the first button on the second row of the toolbar), then click into the cells to type.
3. Add any images and set the options, then click Save & Finish.

You'll see "Your safety plan section has been created", and the new section is added to the end of the list.

Duplicate existing section

Copies a section you've already written, from this plan or any other plan in your team.

1. Select a Safety Plan to narrow the results (optional): search for a specific plan, or leave All Safety Plans selected. Tick Include Archived Plans to search archived projects too.
2. Which section would you like to duplicate? Start typing the section name.
3. Tick the sections you want. They appear under Selected Sections, and you can pick more than one.
4. Click Duplicate.

You'll see "Section has been duplicated successfully". The copy is marked "Duplicated from another section, please review" until you've checked and saved it.

Template sections

Imports sections from your team's templates.

1. Select a Safety Plan Template to import from: choose a template, or choose All Template Safety Plans to search every template.
2. Which template section would you like to import? Tick one or more sections. Any template notes appear under the section name.
3. Click Import.

You'll see "Section has been imported from template successfully". Imported sections are marked "Imported section from template, please review".

Previewing your sections

Click Show Preview to see your sections as they'll read in the plan, numbered in order. Click Hide Preview to close it.

Editing a section

Click the pencil icon on a section to open it.

1. Title: the section heading in your plan and in the table of contents.
2. Formatting toolbar: the top row covers text (undo and redo, bold, italic, underline, bulleted and numbered lists, indents, text colour, background colour, links and more). The bottom row covers tables (add or remove rows and columns, merge cells, and so on).
3. Content: type your text here. You can paste in text and tables too.

To colour text, select it, then choose a colour from the text colour button:

Section Guidance

Sections created from a template may have Section Guidance above the content. This is a note from your team explaining what to write in the section. It only appears while you're editing and isn't included in the export. Click Hide to collapse it.

Images, page breaks and drafts

Below the content are the image and option settings:

1. Image Layout: how any images in this section are laid out. See Adding images to your safety plan sections.
2. Caption: the text shown under each image.
3. Insert page break: starts the next section on a new page. If this is the last section, leave it off, otherwise you'll get a blank page at the end.
4. Draft: marks the section as unfinished so you and your team know it still needs work.
5. Save & Next Section saves and opens the next section, which is handy for working through the whole plan. Save & Finish saves and takes you back to the list. Cancel leaves without saving.

When you save, you'll see "Your safety plan section has been updated". Saving a section also clears its "please review" message.

Related: Adding images to your safety plan sections · Creating Sections Templates